Team Financial Group, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Team Financial Group, LLC

$174 Billion
Q4 2024

A detailed history of Team Financial Group, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Team Financial Group, LLC holds 98,715 shares of WTV stock, worth $8.57 Million. This represents 4.73% of its overall portfolio holdings.

Number of Shares

98,715

Previous 98,018 0.71%

Holding current value

$8.57 Million

Previous $7.84 Billion 5.21%

% of portfolio

4.73%

Previous 4.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$79.95 - $89.42 $55,725 - $62,325	697 Added 0.71%	98,715 $8.25 Billion
Q3 2024 Oct 23, 2024	BUY	$71.31 - $80.0 $178,275 - $200,000	2,500 Added 2.62%	98,018 $7.84 Billion
Q2 2024 Aug 13, 2024	BUY	$70.89 - $75.25 $316,523 - $335,991	4,465 Added 4.9%	95,518 $6.97 Billion
Q1 2024 May 10, 2024	BUY	$67.26 - $75.6 $133,914 - $150,519	1,991 Added 2.24%	91,053 $6.88 Billion
Q4 2023 Feb 14, 2024	BUY	$58.23 - $69.0 $259,414 - $307,395	4,455 Added 5.27%	89,062 $6.1 Billion
Q3 2023 Nov 15, 2023	BUY	$61.07 - $65.29 $5.17 Million - $5.52 Million	84,607 New	84,607 $5.23 Billion

Others Institutions Holding WTV

# of Institutions

104

Shares Held

4.84M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

More about WTV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Team Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Team Financial Group, LLC with notifications on news.

Account

Team Financial Group, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History